Jasper Smith considers the political and economic climate over the past year and reflects on the potential of small businesses to deliver strong growth. He explains how Vala creates new investment opportunities through its entrepreneurially driven approach, and discusses how Vala deals with the risks involved in EIS funding.
Kealan Doyle talks about some of the exits that Symvan Capital has enjoyed over the past year and suggests that the market for strong UK firms is buoyant at present, creating good opportunities for exits. He also says that the recent risk to capital changes have been positive for the market.
Billy Brown takes a look back at the last year, focusing on the launch of Triple Point’s Impact EIS and how that has been received by the market. He underlines that impact investing is potentially outperforming traditional markets while at the same time doing good in the wider sense.
Reuben Wilcock discusses the strong dealflow that Blackfinch has been seeing in recent months and explains the ethos behind Blackfinch’s team. He also gives some explanation of Blackfinch’s use of experienced, seasoned founders as ‘UltraNEDs’ on the boards of investee companies, and delves into the background of his own career path.
Madeleine Ingram discusses why it’s an exciting time for UK entrepreneurs and explains a bit more about Calculus Capital’s Creative Content Fund, revealing some important developments in the fund. She also explains why Calculus is well-placed to deal with any fallout from the new government.
Steve Harris looks back at a busy 2019 and is upbeat about the potential for a strong start to 2020. He also takes a close look at the impact of the Patient Capital Review and how that continues to impact the EIS market across the board, as well as what it means for Committed Capital.
The significant potential of the Enterprise Investment Scheme (EIS) was discussed by eight of the top providers of EIS investment services at the London Stock Exchange on 19 November, which also saw the launch of Intelligent Partnership’s first Adviser’s Guide to EIS.
Venture Capital Trusts (VCTs) raised £731 million in 2018/19 – the second-highest amount since their inception, meaning they continue to be a vital source of tax-efficient investment into UK small businesses. With such strong interest, we believe the time is ripe to provide advisers with a clear and insightful explanation of the rules and operating structures surrounding VCTs.
Recent government changes mean that there is now a greater focus on higher-risk investments, and as interest in the market continues to rise, understanding VCTs is more important than ever.
This Guide takes a practical, impartial look at VCTs to give advisers and paraplanners the confidence to discuss the potential benefits and pitfalls of this market with their clients.
Andrew Aldridge shares the progress that Deepbridge has made over the past year, showing good growth in a challenging economic climate. He also considers the government’s knowledge-intensive fund and looks into the potential offered by Deepbridge’s SEIS funds, helping to provide a strong potential incubator for EIS investment.
2019 marks the 25th anniversary of the Enterprise Investment Scheme (EIS), and a number of legislative changes over the past few years mean it is quite a different beast to when it started a quarter of a century ago. While its aim of utilising tax-efficient investments to support small UK businesses remains undiminished, the rules around this have been given an overhaul.
We, therefore, think the time is right to provide an update on those changes and offer financial advisers and paraplanners the tools to confidently and successfully navigate this market for their clients.
This Guide offers an impartial look at the nuts and bolts of investing in the EIS, offering practical support for advisers considering this market for their clients.
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